AssetMark Inc’s MFS Investment Grade Municipal Trust CXH Stock Holding History

AssetMark Inc’s Portfolio CXH Stock Details CXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-480	Closed	-$3.83K	–	3581
2026 Q1	$3.83K	Buy	+480	New	+$3.89K	﹤0.01%	2663

AssetMark Inc's CXH Position: Q2 2026 in Review

AssetMark Inc sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 480 shares — an estimated $3.83K sold.

AssetMark Inc first reported a position in CXH in Q1 2026 and held it in 1 quarter. The position peaked at $3.83K in Q1 2026. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

AssetMark Inc reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 480 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $3.83K.
AssetMark Inc first reported a position in MFS Investment Grade Municipal Trust in Q1 2026 and held it in 1 quarter.
AssetMark Inc's MFS Investment Grade Municipal Trust position peaked at $3.83K in Q1 2026.
0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.